+217.0%
W vs RMD
+340.4%
-123.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.3% |
| 7D | +1.1% | +3.1% | -2.0% | -0.7% |
| 30D | +6.4% | +1.8% | +4.6% | +5.2% |
| 3M | +9.0% | +6.7% | +2.3% | +4.2% |
| 6M | +69.8% | +13.9% | +55.9% | +55.1% |
| YTD | +12.1% | -2.0% | +14.1% | +12.3% |
| 1Y | 0.0% | -5.4% | +5.4% | +2.5% |
| 3Y | +160.3% | +67.4% | +93.0% | +78.6% |
| 5Y | -53.3% | -5.7% | -47.6% | -53.5% |
| 10Y | +217.0% | +338.4% | -121.4% | +56.7% |
| All | +217.0% | +340.4% | -123.4% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling